094 - When Should People Hire a Financial Planner?

Real Personal Finance

תוכן מסופק על ידי Scott Frank and James Conole, Scott Frank, and James Conole. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Scott Frank and James Conole, Scott Frank, and James Conole או שותף פלטפורמת הפודקאסט שלו. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

3y ago 27:13

MP3•בית הפרקים

Scott and James discuss when it's best for people to consider hiring a financial planner.

Planning Points Discussed

Retirement Planning
Tax Planning
Capital Appreciation
Purchasing Power
Other issues (IRAs, Inflation, Financial Goals, etc.)

Episodes Mentioned

Episode 56: What Is The Value Of Working With A Financial Planner?

Episode 57: What Questions Should I Ask When Hiring A Financial Planner?

Timestamps:

2:00 - Why Hire A Financial Planner?

6:00 - How Advisors Are Different

9:30 - Tax Planning

13:11 - Emotional Thinking

15:23 - What Is Your Financial Strategy?

19:16 - Not Everyone Needs A Financial Planner

22:35 - Peace of Mind

24:32 - Finding The Right Planner For You

25:10 - Overview

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